381 tracked 13F filers disclose a position in PLXS as of the latest SEC 13F filings, a combined $5.9B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $865.9M | 4.3M | ▼−1.0% Reduced · −45K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $456.7M | 2.3M | →First observed position No prior filed position | Q1 2026 | |
| 3 | AMERICAN CENTURY COMPANIES INC | $316.5M | 1.6M | ▲+0.1% Added · +2K sh | Q1 2026 | |
| 4 | DISCIPLINED GROWTH INVESTORS INC /MN | $433.2M | 1.4M | ▼−3.6% Reduced · −54K sh | Q2 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $242.7M | 1.2M | →First observed position No prior filed position | Q1 2026 | |
| 6 | DIMENSIONAL FUND ADVISORS LP | $226.7M | 1.1M | ▼−18% Reduced · −254K sh | Q1 2026 | |
| 7 | STATE STREET CORP | $329.2M | 1.1M | ▲+4.5% Added · +47K sh | Q2 2026 | |
| 8 | BNP Paribas Asset Management Holding S.A. | $185.7M | 917K | ▼−8.9% Reduced · −89K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $241.0M | 802K | ▲+18% Added · +121K sh | Q2 2026 | |
| 10 | FULLER & THALER ASSET MANAGEMENT, INC. | $220.2M | 732K | ▲+24% Added · +144K sh | Q2 2026 | |
| 11 | ALLIANCEBERNSTEIN L.P. | $92.6M | 630K | ▲11× Added · +571K sh | Q1 2026 | |
| 12 | EARNEST PARTNERS LLC | $188.9M | 628K | ▼−3.7% Reduced · −24K sh | Q2 2026 | |
| 13 | MORGAN STANLEY | $86.7M | 428K | ▼−15% Reduced · −74K sh | Q1 2026 | |
| 14 | VICTORY CAPITAL MANAGEMENT INC | $83.8M | 414K | ▲+18% Added · +65K sh | Q1 2026 | |
| 15 | SILVERCREST ASSET MANAGEMENT GROUP LLC | $79.0M | 390K | ▼−23% Reduced · −118K sh | Q1 2026 | |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $78.2M | 386K | ▼−1.4% Reduced · −5K sh | Q1 2026 | |
| 17 | Nuveen, LLC | $73.4M | 362K | ▼−7.3% Reduced · −29K sh | Q1 2026 | |
| 18 | WESTFIELD CAPITAL MANAGEMENT CO LP | $96.8M | 322K | ▼−16% Reduced · −63K sh | Q2 2026 | |
| 19 | NORTHERN TRUST CORP | $64.1M | 317K | ▼−3.5% Reduced · −11K sh | Q1 2026 | |
| 20 | MILLENNIUM MANAGEMENT LLC | $61.9M | 306K | ▲26× Added · +294K sh | Q1 2026 | |
| 21 | Boston Trust Walden Corp | $60.0M | 296K | ▼−13% Reduced · −43K sh | Q1 2026 | |
| 22 | Cartenna Capital, LP | $79.7M | 265K | ▲+130% Added · +150K sh | Q2 2026 | |
| 23 | EMERALD ADVISERS, LLC | $62.5M | 208K | ▲+25% Added · +41K sh | Q2 2026 | |
| 24 | GOLDMAN SACHS GROUP INC | $38.5M | 190K | ▲+19% Added · +30K sh | Q1 2026 | |
| 25 | VANGUARD FIDUCIARY TRUST CO | $37.6M | 186K | →First observed position No prior filed position | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 9 funds opened a new position in PLXS and 24 added to an existing one, while 26 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 210 funds | $169.9B |
| MICROSOFT CORPMSFT | 209 funds | $233.0B |
| NVIDIA CORPNVDA | 208 funds | $343.0B |
| META PLATFORMS INC-CLASS AMETA | 207 funds | $98.6B |
| ALPHABET INC-CL AGOOGL | 204 funds | $139.9B |
| BROADCOM INCAVGO | 203 funds | $134.0B |
| ELI LILLY & COLLY | 203 funds | $67.8B |
| APPLE INCAAPL | 202 funds | $260.0B |
| COSTCO WHOLESALE CORPCOST | 198 funds | $31.7B |
| VISA INC-CLASS A SHARESV | 197 funds | $52.6B |
| ALPHABET INC-CL CGOOG | 194 funds | $112.3B |
| JPMORGAN CHASE & COJPM | 194 funds | $57.0B |
Ranked by how many of PLXS's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 31, 2026 | Rapp Karen Marie | Director | Sell (S) | 500 | $120K |
| Aug 19, 2026 | Kelsey Todd P. | President & CEO, Director | Sell (S) | 500 | $126K |
| Aug 19, 2026 | Kelsey Todd P. | President & CEO, Director | Sell (S) | 681 | $171K |
| Aug 19, 2026 | Kelsey Todd P. | President & CEO, Director | Sell (S) | 319 | $79K |
| Aug 11, 2026 | SCHROCK MICHAEL V | Director | Sell (S) | 4K | $1.1M |
| Jul 15, 2026 | Kelsey Todd P. | President & CEO, Director | Sell (S) | 500 | $130K |
| Jul 15, 2026 | Kelsey Todd P. | President & CEO, Director | Sell (S) | 1K | $261K |
| Jun 17, 2026 | Kelsey Todd P. | President & CEO, Director | Sell (S) | 100 | $29K |
| Jun 17, 2026 | Kelsey Todd P. | President & CEO, Director | Sell (S) | 300 | $88K |
| Jun 17, 2026 | Kelsey Todd P. | President & CEO, Director | Sell (S) | 748 | $221K |
| Jun 17, 2026 | Kelsey Todd P. | President & CEO, Director | Sell (S) | 352 | $104K |
| Jun 5, 2026 | Running Michael J. | Regional President - AMER | Sell (S) | 510 | $139K |
Connected entities for PLXS
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PLXS/capital-change-brief"
Use Arkolith's capital_change_brief for PLXS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PLXS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.